2012-05-15T16:21:18-05:00 2011-06-30 DRAFFIN & TUCKER LLP PO BOX 6 ALBANY GA 317020006 990 2010-07-01 581790149 TANNER MEDICAL CENTER TANN 7708369580 705 DIXIE STREET CARROLLTON GA 30117 LEE SHERSETH 7708369580 2012-05-15 true WILSON E JOINER III 2298837878 2012-05-15 X 2010 2016-02-24 21:20:13Z LOY M HOWARD CEO 705 DIXIE STREET CARROLLTON GA 30117 224919735 false X WWW.TANNER.ORG X 1988 GA TO PROVIDE A CONTINUUM OF QUALITY HEALTHCARE SERVICES. TO SERVE AS A LEADER IN A COLLABORATIVE EFFORT WITH THE COMMUNITY TO PROVIDE HEALTH EDUCATION, SUPPORT SERVICES, AND CARE FOR THE COUNTY AND SURROUNDING AREA. 11 8 1499 167 394055 176025 1023963 179377647 179288294 1646566 3690485 38475885 38612973 219676123 222615715 53867 0 101305351 99786125 0 0 90783666 91167659 192089017 191007651 27587106 31608064 288420957 361709831 118915433 152898983 169505524 208810848 TO PROVIDE A CONTINUUM OF QUALITY HEALTHCARE SERVICES. TO SERVE AS A LEADER IN A COLLABORATIVE EFFORT WITH THE COMMUNITY TO PROVIDE HEALTH EDUCATION, SUPPORT SERVICES, AND CARE FOR THE COUNTY AND SURROUNDING AREA. false false 143324934 53867 216553529 TANNER MEDICAL CENTER PROVIDES HEALTHCARE TO THE POPULATION OF NORTHWEST GEORGIA AND EAST ALABAMA. MEDICAL SERVICES INCLUDE INPATIENT, OUTPATIENT, AND ANCILLARY SERVICES. AS A NOT FOR PROFIT CORPORATION, TANNER PROVIDES SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY FOR THESE SERVICES. 143324934 true true false true false false false false false true true false false false true true false true false false false false false false false false true true true false true true false false false false false true false true false false false false false false false true true false false false true 168 0 1499 true true true false false false false false false false false false X 11 8 false false false false false false false true true false true true false true true true true true true true false GA X LEE SHERSETH CFO 7708369580 705 DIXIE STREET CARROLLTON GA 30117 X JEFFREY LINDSEY DMD 1.00 X X 0 0 0 JOHN H BURSON III MD 1.00 X X 0 0 0 MARY COVINGTON 1.00 X X 0 0 0 DANIEL JACKSON 1.00 X X 0 0 0 JERRY CLAYTON 1.00 X 0 0 0 LARRY BOGGS 1.00 X 0 0 0 NITA PRICE 1.00 X 0 0 0 NORMAN BANKS 1.00 X 0 0 0 ROBERT B PITTS MD 1.00 X 0 0 0 STEPHEN KAHLER MD 1.00 X 0 0 0 STEVE ADAMS 1.00 X 0 0 0 LOY HOWARD 23.00 X 832053 0 66249 WILLIAM WATERS 23.00 X 537792 0 0 LARRY STEED 23.00 X 425294 0 0 JEFF JENNINGS 23.00 X 392313 0 0 LEE SHERSETH 23.00 X 390663 0 0 DALE DREILING 23.00 X 308622 0 0 DENISE TAYLOR 12.00 X 301007 0 0 MIKE ALEXANDER 40.00 X 223350 0 0 DEBORAH MATTHEWS 40.00 X 212180 0 0 WAYNE SENFELD 40.00 X 210992 0 0 DEBBIE HOLLENSTEIN 40.00 X 184367 0 0 CYNTHIA MASTERS 40.00 X 181236 0 0 LINDA CONNER 40.00 X 162081 0 0 CAROL CREWS 40.00 X 154993 0 0 STEPHANIE YATES 40.00 X 150055 0 0 JADA REESE MD 40.00 X 449995 0 0 ALYSSIA HOWARD MD 40.00 X 437737 0 0 BRYAN KIRBY MD 40.00 X 430100 0 0 PRENTICE MCCULLOUGH MD 40.00 X 428207 0 0 RYAN CORTEZ MD 40.00 X 426008 0 0 6839045 66249 62 false true false THE ROBINS MORTON GROUP 400 SHADES CREEK PKWY BIRMINGHAM AL 35209 CONSTRUCTION 8789282 J SMITH LANIER CO 611 POINTE NORTH BLVD ALBANY GA 31721 CONSULTING 2903947 ARAMARK 10510 TWIN LAKES PARKWAY CHARLOTTE NC 28269 ENGINEERING 2091290 SOUTHERN THERAPY 120 EAST CENTER STREET CARROLLTON GA 30117 THERAPY 1728802 WEST GA HOSPITALIST LLC PO BOX 6084 DOUGLASVILLE GA 30154 HOSPITALIST 1302916 61 1019143 4820 1023963 NET PATIENT SERVICE REVENUE 623000 178894239 178894239 REFERENCE LAB 621500 376055 376055 PHYSICIAN BILLING SERVICES 541200 18000 18000 179288294 4275424 131210 4144214 1423773 19750 113546 1914916 1310227 -1895166 -584939 -584939 338688 275558 63130 63130 SHARED SERVICE REVENUE 621990 36750556 36750556 CAFETERIA 624200 917633 917633 WELLNESS 623990 206216 206216 675438 320339 355099 38549843 222615715 216159474 394055 5038223 53867 53867 4666998 4666998 63604402 51660319 11944083 2870525 2147172 723353 24007826 18166494 5841332 4636374 3562299 1074075 456949 456949 187240 187240 89411 89411 7283 7283 13781633 9429165 4352468 2238067 352179 1885888 32489217 29221755 3267462 2235813 1752675 483138 202887 164652 38235 305133 102017 203116 3355817 3355817 12644939 10043979 2600960 1807569 62 1807507 BAD DEBTS 9689874 9689874 REPAIRS & MAINTENANCE 7635386 3804550 3830836 MISCELLANEOUS 3210202 2621558 588644 OTHER - FOUNDATION EXP 552317 552317 DUES & SUBSCRIPTIONS 216567 216567 61355 61355 191007651 143324934 47682717 0 2441682 656336 33485977 71953305 18718020 19231242 3989907 3166146 3392285 3090940 3007067 4631125 223113487 125600256 91515243 97513231 118294846 149329739 13575930 12137767 288420957 361709831 20239995 24683496 68519600 112947580 652303 587797 32450 29471085 14680110 118915433 152898983 X 164281638 203311068 3864778 3909507 1359108 1590273 169505524 208810848 288420957 361709831 X 31608064 7697260 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 75000 false true 14411 89411 false false false false false SCHEDULE C, PART II-B, LINE 1I INDIRECT CONTRIBUTIONS TO AMERICAN HOSPITAL ASSOCIATION AND GEORGIA HOSPITAL ASSOCIATION THROUGH DUES. ALSO ENGAGED THE GARNER GROUP TO FACILITATE AN ONGOING RELATIONSHIP WITH MEMBERS OF THE LEGISLATIVE BODY TO SUPPORT OR OPPOSE VARIOUS LEGISLATIVE ISSUES CONCERNING THE HEALTHCARE INDUSTRY. false false false false false false false 5223886 44729 231165 5499780 3755205 1218318 250363 5223886 3997873 -241917 751 3755205 0.29000 0.71000 false true true 2465041 2465041 120432372 57559114 62873258 1471901 1214950 256951 87233225 66826192 20407033 11510948 11510948 97513231 OTHER LIAB - DUE TO RELATED PARTIES 14680110 14680110 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE MEDICAL CENTER IS A NOT-FOR-PROFIT CORPORATION THAT HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE MEDICAL CENTER APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE MEDICAL CENTER ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING BALANCE SHEET FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JUNE 30, 2011 AND 2010 OR FOR THE YEARS THEN ENDED. THE MEDICAL CENTER'S OPEN AUDIT PERIODS ARE FOR TAX YEARS ENDED 2008-2010. TANNER MEDICAL GROUP IS PART OF A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AFFILIATED BUSINESS SERVICES PROVIDED ARE, HOWEVER, SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND A FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS FILED FOR THESE SERVICES. AS OF 2011 AND 2010, TANNER MEDICAL GROUP HAS NOT RECORDED INCOME TAX EXPENSE DUE TO NET OPERATING LOSSES. true true true X 1.25000 true X true true true false true true 12849710 12849710 0.07080 21122508 18584294 2538214 0.01400 33972218 18584294 15387924 0.08480 437015 437015 0.00240 21443 21443 0.00010 78171 78171 0.00040 111167 111167 0.00060 647796 647796 0.00350 34620014 18584294 16035720 0.08830 7240 7240 6173 6173 19160 19160 0.00010 16662 16662 0.00010 21430 21430 0.00010 18316 18316 0.00010 809669 809669 0.00450 898650 898650 0.00490 true 3632792 45678179 47822914 -2144735 X true true 1 1 TANNER MEDICAL CENTER

705 DIXIE STREET CARROLLTON GA 30117

X X X SNF TANNER MEDICAL CENTER 1 1 TANNER MEDICAL CENTER SUBACUTE CARE

705 DIXIE STREET CARROLLTON GA 30117

SKILLED NURSING FACILITY EXCLUSIONS FROM PERCENT OF TOTAL EXPENSE PART I LINE 7 COLUMN F IN DERIVING THE DENOMINATOR TO BE USED FOR COLUMN F THE FOLLOWING ADJUSTMENTS WERE MADE TO THE TOTAL EXPENSES REPORTED ON FORM 990 PART IX LINE 25 FORM 990 PART IX LINE 25 191007651 LESS BAD DEBTS IN PART IX 9689874 PLUS EXPENSES INCLUDED IN VIII 275558 DENOMINATOR FOR COLUMN F XXX-XX-XXXX COSTING METHODOLOGY EXPLANATION PART I LINE 7 THE DATA REPORTED IN THIS AREA IS REPORTED AS INSTRUCTED BY CATHOLIC HEALTH ASSOCIATIONS A GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS 2008 SEE ALSO THE DESCRIPTION FOR PART III LINE 4 COMMUNITY BUILDING ACTIVITIES PART II TANNER PROVIDES THE FUNDING FOR A 24HOUR INFORMATION HOTLINE PROVIDED FREE TO CALLERS THE HOTLINE 7702142273 PROVIDES CALLERS WITH INFORMATION ON PHYSICIANS AND SPECIALISTS AND PROVIDES REFERRALS TO MEDICAL STAFF BASED ON A CALLERS NEEDS LOCATION AND INSURANCE INFORMATION THE LINE ALSO PROVIDES CALLERS WITH INFORMATION ON A WIDE RANGE OF FREE HEALTH EDUCATION CLASSES AND HEALTH SCREENINGS PROVIDED BY TANNER AND ALLOWS CALLERS TO REGISTER FOR CLASSES AND EVENTS OVER THE PHONE IN ADDITION TO THE 24HOUR HOTLINE TANNER ALSO PROVIDES A WEB SITE WWWTANNERORG WITH A FREE EXTENSIVE HEALTH LIBRARY WITH ARTICLES COVERING A RANGE OF SUBJECTS FROM MEDICAL TESTS AND PROCEDURES TO SYMPTOMS CONDITIONS AND MORE VISITORS CAN ALSO ACCESS FREE ONLINE HEALTH ASSESSMENTS HEALTH NEWS HEALTHY RECIPES AND MORE TANNER CONTINUED TO PARTNER WITH THE CARROLL COUNTY HEALTH DEPARTMENT PROVIDING FUNDING FOR THE DEPARTMENT TO STUDY THE EFFECTS OF HOUSEHOLD MOLD AND MOSQUITO POPULATIONS ON COUNTY RESIDENTS FOLLOWING RECORDBREAKING FLOODS A FEW MONTHS EARLIER THAT FUNDING HELPED SUPPORT THE TANNER MYCOLOGY AND VECTOR LAB AT THE CARROLL COUNTY ENVIRONMENTAL HEALTH OFFICE ALLOWING THE OFFICE TO PROVIDE FREE MOLD INSPECTIONS AND MOSQUITO TESTING FOR COUNTY RESIDENTS TO IMPROVE ACCESS TO MEDICAL CARE IN THE REGION TANNER CONTINUED ITS WORK TO RECRUIT MORE PHYSCIANS TO PRACTICE IN THE AREA ENABLING PATIENTS TO CHOOSE FROM A GREATER NUMBER OF PROVIDERS IN AN EXPANDED FIELD OF SPECIALTIES BAD DEBT EXPENSE EXPLANATION PART III LINE 4 EXCERPT FROM FINANCIAL STATEMENTS ALLOWANCE FOR DOUBTFUL ACCOUNTS MANAGEMENT PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON AN EVALUATION OF THE OVERALL COLLECTIBILITY OF THE ACCOUNTS RECEIVABLE AS ACCOUNTS ARE KNOWN TO BE UNCOLLECTIBLE THEY ARE CHARGED AGAINST THE ALLOWANCE AMOUNTS ON PART III LINES 2 AND 3 WERE CALCULATED USING THE RCC AS DEFINED IN WORKSHEET 2 MEDICARE EXPLANATION PART III LINE 8 COSTS FOR PART I LINE 7A AND 7B AND PART III SECTION A LINE 2 WERE CALCULATED USING THE RCC CALCULATED IN WORKSHEET 2 OTHER COSTS WERE OBTAINED FROM THE ORGANIZATIONS ACCOUNTING RECORDS COLLECTION PRACTICES EXPLANATION PART III LINE 9B PATIENTS THAT QUALIFY FOR A CHARITY WRITE OFF ARE ONLY HELD RESPONSIBLE FOR THE PORTION REMAINING AFTER WRITE OFF PATIENTS THAT QUALIFY AS INDIGENT RECEIVE A 100 WRITE OFF AND ARE NOT RESPONSIBLE PATIENTS APPROVED FOR FINANCIAL ASSISTANCE RECEIVE A LETTER OF NOTIFICATION THAT IS GOOD FOR ONE YEAR FROM THE DETERMINATION DATE INTEREST FREE INSTALLMENT PLANS ARE AVAILABLE TO ALL PATIENTS AND PAYMENT AMOUNTS ARE DETERMINED BY THE PATIENTS DISPOSABLE WAGES AND ABILITY TO PAY NEEDS ASSESSMENT PART VI TANNER MEDICAL CENTER INC CONDUCTS A STUDY OF ITS SERVICE AREA TO DETERMINE LOCATIONS WHERE ACCESS TO MEDICAL CARE IS LIMITED AS WELL AS TO DETERMINE THE APPROPRIATE NUMBER OF PRIMARY CARE AND SPECIALTY PROVIDERS BASED ON THE NEEDS OF THE COMMUNITIES THAT TANNER SERVES THE ORGANIZATION ALSO WORKS CLOSELY WITH COMMUNITY PARTNERS WITH SIMILIARLYALIGNED MISSIONS INCLUDING PARTNERING WITH THE CARROLL COUNTY HEALTH DEPARTMENT IN COMMUNITYWIDE VACCINATION PROGRAMS AND PROVIDING FINANCIAL ASSISTANCE TO SPONSOR FURTHER RESEARCH INTO SPECIFIC COMMUNITY NEEDS TANNER ALSO WORKS CLOSELY WITH TWO LOCAL CLINICS THAT PROVIDE LOWCOST AND FREE MEDICAL SERVICES TO AREA RESIDENTS WHO COULD NOT OTHERWISE AFFORD CARE PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI TANNER PATIENTS ARE PROVIDED WITH INFORMATION PERTAINING TO THE ORGANIZATIONS CHARITYINDIGENT PROGRAM AT THE TIME OF REGISTRATION ANY SELFPAY OR UNDERINSURED PATIENTS MUST MEET CRITERIA FOR INDIGENT CARE IN ORDER TO HAVE THE COST OF THEIR CARE WRITTEN OFF BY THE SYSTEM PATIENTS ARE INTERVIEWED AND FINANCIAL STATEMENTS ARE PREPARED PATIENTS WHO MEET THE CRITERIA FOR MEDICAID ELIGIBILITY ARE REFERRED TO AN OUTSIDE VENDOR FOR ASSISTANCE CHARITY PATIENTS ARE DEFINED AS FALLING BETWEEN 125 TO 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES INDIGENT PATIENTS ARE DEFINED AS FALLING BELOW THE 125 PERCENT FEDERAL POVERTY GUIDELINES AND RECEIVE A 100 PERCENT WRITE OFF TRANSLATION ASSISTANCE IS PROVIDED FOR PATIENTS AS NEEDED COMMUNITY INFORMATION PART VI CARROLL COUNTY IS LOCATED IN THE WEST CENTRAL SECTION OF GEORGIA ALONG THE GEORGIAALABAMA STATE LINE IT IS HOME TO A GROWING STATE UNIVERSITY WITH AN ENROLLMENT OF MORE THAN 11000 STUDENTS THE COUNTY HAS A POPULATION OF JUST MORE THAN 110000 RESIDENTS MOST RECENTLY GROWTH IN THE AREA HAS BEEN HAMPERED BY THE ECONOMIC IMPACT FROM THE LINGERING RECESSION AND HOUSING PRICES HAVE FALLEN MORE THAN 20 PERCENT THE COUNTYS UNEMPLOYMENT RATE IS AT 82 PERCENT HIGHER THAN THE STATE OR NATIONAL RATES REGIONALLY CARROLL COUNTY IS AN ECONOMIC CENTER WITH SEVEN INCORPORATED MUNICIPALITIES HEALTH OF COMMUNITY IN RELATION TO EXEMPT PURPOSE PART VI TANNER MEDICAL CENTER INC IS COMMITTED TO PROVIDING CARE FOR EVERY MEMBER OF THE COMMUNITY IT SERVES REGARDLESS OF ABILITY TO PAY THAT CARE WILL BE PROVIDED IN ADVANCED FACILITIES WITH A FOCUS ON PATIENT SATISFACTION AND ACHIEVEMENT OF BEST POSSIBLE OUTCOMES DURING THE YEAR TANNER PROVIDED FREE HEALTH SCREENINGS ANDOR EDUCATION TO ALMOST 14500 RESIDENTS MORE HEALTH EDUCATION WAS PROVIDED THROUGH TANNERS SPONSORSHIP OF THE COMMUNITY VOICE RADIO PROGRAM ON A LOCAL STATION WHICH FEATURED A NUMBER OF PHYSICIANS AND HEALTH PROFESSIONALS DISCUSSING AND TAKING CALLS ON A WIDE RANGE OF SUBJECTS TANNER HOSTED EDUCATIONAL EVENTS FOCUSING ON CANCER HEART DISEASE AND OTHER DISEASES AND PROVIDED INSTRUCTIONAL CLASSES TO TEACH CPR SAFE BABYSITTING AND MORE TANNER STAFF PROVIDED FREE VISION SCREENINGS TO MORE THAN 200 PREK STUDENTS AND MORE THAN 500 PEOPLE RECEIVED FREE SCREENINGS FOR PERIPHERAL ARTERY DISEASE PAD OVER 5800 PEOPLE ATTENDED PROGRAMS ON HEALTH AND WELLNESS TOPICS THROUGH TANNERS SPEAKERS PROGRAM 1200 PEOPLE PARTICIPATED IN WALKING GROUPS EARNING INCENTIVES WHILE IMPROVING THEIR HEALTH true TANNER MEDICAL FOUNDATION INC 303 AMBULANCE DRIVE CARROLLTON GA 30117 581790152 3 53867 OPERATIONS 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 THE RELATED ORGANIZATIONS ARE ALL OPERATED UNDER THE SAME MANAGEMENT TEAM AS THE FILING ORGANIZATION WITH COMMON GOALS AND MISSIONS. X true true X X X X X X true true false false false false false true false LOY HOWARD 523166 232763 76124 66249 898302 WILLIAM WATERS 443340 90500 3952 537792 LARRY STEED 326628 91406 7260 425294 JEFF JENNINGS 280575 79875 31863 392313 LEE SHERSETH 305857 77546 7260 390663 DALE DREILING 266993 34562 7067 308622 DENISE TAYLOR 242872 50875 7260 301007 MIKE ALEXANDER 192477 24873 6000 223350 DEBORAH MATTHEWS 183217 22963 6000 212180 WAYNE SENFELD 179255 25737 6000 210992 DEBBIE HOLLENSTEIN 162648 21719 184367 CYNTHIA MASTERS 154439 26797 181236 LINDA CONNER 149213 12868 162081 CAROL CREWS 137687 17306 154993 STEPHANIE YATES 145055 5000 150055 JADA REESE MD 349081 88414 12500 449995 ALYSSIA HOWARD MD 408285 16952 12500 437737 BRYAN KIRBY MD 395549 16952 17599 430100 PRENTICE MCCULLOUGH MD 398755 16952 12500 428207 RYAN CORTEZ MD 396556 16952 12500 426008 FRINGE OR EXPENSE EXPLANATION SCHEDULE J, PAGE 1, PART I, LINE 1A SOCIAL CLUB DUES ARE PAID ON BEHALF OF SEVERAL EXECUTIVES, BUT ARE APPROVED BY THE CEO AND ACTUAL INVOICES MUST BE SUBMITTED PRIOR TO REIMBURSEMENT. THESE REIMBURSEMENTS ARE INCLUDED IN THE INDIVIDUALS' TAXABLE INCOME. SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SCHEDULE J, PAGE 1, PART I, LINE 4 LOY HOWARD 0 66,249 0 JEFF JENNINGS 25,384 0 0 NON-FIXED PAYMENTS PROVIDED SCHEDULE J, PAGE 1, PART I, LINE 7 THE CEO OF THE ORGANIZATION IS ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN SUCH AMOUNT, IF ANY, AS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD IN ITS SOLE DISCRETION, BASED ON, AMONG OTHER THINGS, THE ATTAINMENT OF ANNUAL OBJECTIVES ESTABLISHED BY THE BOARD. OTHER ADDITIONAL INFORMATION SCHEDULE J, PART III LOY HOWARD, CEO PARTIPATES IN AN INELIGIBLE UNFUNDED 457(F) PLAN PROVIDED TO SENIOR EXECUTIVES AS SET BY HIS EMPLOYEMENT CONTRACT. THE PLAN PAYMENTS ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND ARE CONDITIONED UPON THE FUTURE PERFORMANCE OF SERVCES. TANNER MEDICAL CENTER, INC LONG TERM RETENTION PLAN IS AN UNFUNDED TOP-HAT PLAN THAT IS PROVIDED TO MR. HOWARD. VESTING OCCURS IN 10% INCREMENTS YEARLY AND FULLY VESTS JUNE 30, 2021. PLAN PAYMENTS ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND ARE CONDITIONED UPON THE FUTURE PERFORMANCE OF SERVICES. MR. HOWARD IS ALSO ELGIBLE FOR THE TANNER ADVANTAGE DEFERRED COMPENSATION PLAN WHICH IS AN ELIGIBLE UNFUNDED 457(B) TOP-HAT PLAN AVAILABLE TO SENIOR EXECUTIVES AND PHYSICIANS. A CONTRIBUTION EQUAL TO THE IRS MAXIMUM CONTRIBUTION LIMIT FOR THE YEAR IS MADE ON MR HOWARD'S BEHALF EACH YEAR. CONTRIBUTIONS FOR ALL THREE PLANS REMAIN THE SOLE PROPERTY OF TANNER AND ARE SUBJECT TO THE CLAIMS OF GENERAL CREDITORS UNTIL DISTRIBUTED TO THE PARTICIPANT. CARROLL CITY-COUNTY HOSPITAL AUTH 581790149 144709FK3 2008-03-13 32970000 CONSTRUCTION false false false CARROLL CITY-COUNTY HOSPITAL AUTH 581790149 144709GC0 2010-08-31 81569188 CONSTRUCTION & DEFEASE false false false 1170400 31799600 807170 32169830 2009 false false true true 421208 81147980 35910031 657030 45002128 false true false true false false false false false true false false false false false true false false false false false false false false false false false false DR BURSON JHB PROPERTIES PURCHASE OF PROPERTY X 1000000 587797 false true true 587797 STEVE ADAMS BOARD MEMBER 158406 AMBULANCE SERVICE false ROBERT PITTS MD BOARD MEMBER 334914 BUILDING LEASE false ADDITIONAL INFORMATION SCHEDULE L PART V THE ORGANIZATION PURCHASED PROPERTY FROM DR BURSON AT FAIR MARKET VALUE FOR 1000000 IN MAY 2007 THE TRANSACTION WAS AT ARMS LENGTH AND AN APPRAISAL OF THE PROPERTY WAS OBTAINED THE CURRENT BALANCE OF THE LOAN AS OF 6302011 IS 587797 STEVE ADAMS BOARD MEMBER OWNS WEST GEORGIA AMBULANCE SERVICE THE ORGANIZATION UTILIZES WEST GEORGIA AMBULANCE FOR PATIENT TRANSPORTATION ROBERT PITTS MD BOARD MEMBER LEASES A BUILDING TO THE ORGANIZATION ADDITIONAL INFORMATION FORM 990 AS OF JUNE 30, 2011, TANNER MEDICAL CENTER, INC. IS A REGIONAL HEALTHCARE PROVIDER WITH ALMOST 300 PHYSICIANS REPRESENTING 46 MEDICAL SPECIALTIES. TANNER PROVIDES A WIDE RANGE OF COMPREHENSIVE MEDICAL SERVICES FOR RESIDENTS IN A REGION OF WEST GEORGIA AND EAST ALABAMA. TANNER'S FACILITIES INCLUDE THE 202-BED ACUTE CARE TANNER MEDICAL CENTER/CARROLLTON; THE ROY RICHARDS, SR. CANCER CENTER, TANNER HEART AND VASCULAR CENTER, TANNER BREAST HEALTH, THE TANNER ADVANCED WOUND CENTER, EMPLOYEE ASSISTANCE PROGRAM (TANNER EAP) AND MORE. MORE INFORMATION ON TANNER MEDICAL CENTER, INC. IS AVAILABLE IN THE HEALTH SYSTEM'S ANNUAL COMMUNITY BENEFIT REPORT, WHICH CAN BE DOWNLOADED AT HTTP://WWW.TANNER.ORG/MAIN/HEALTHYLIVINGMAGAZINE.ASPX. TANNER MEDICAL CENTER, INC. IS A NOT-FOR-PROFIT HEALTHCARE SYSTEM. THE MEDICAL CENTER PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES TO RESIDENTS OF WEST GEORGIA AND SURROUNDING AREAS. ADMITTING PHYSICIANS ARE PRIMARILY PRACTITIONERS IN THE LOCAL AREA AND EMPLOYED PHYSICIANS. TANNER MEDICAL CENTER, INC. INCLUDES THE FOLLOWING: TANNER MEDICAL CENTER/CARROLLTON, ESTABLISHED TO PROVIDE COMPREHENSIVE HEALTH CARE SERVICES THROUGH THE OPERATION OF A 180-BED ACUTE CARE HOSPITAL AND A 21-BED SKILLED NURSING FACILITY IN CARROLLTON, GEORGIA. TANNER MEDICAL CENTER/VILLA RICA, ESTABLISHED TO PROVIDE COMPREHENSIVE HEALTH CARE SERVICES THROUGH THE OPERATION OF A 40-BED ACUTE CARE HOSPITAL AND WILLOWBROOK AT TANNER/VILLA RICA, A 52 BED PSYCHIATRIC FACILITY IN VILLA RICA, GEORGIA. TANNER MEDICAL CENTER/HIGGINS GENERAL HOSPITAL, ESTABLISHED TO PROVIDE COMPREHENSIVE HEALTH CARE SERVICES THROUGH THE OPERATION OF A 25-BED CRITICAL ACCESS HOSPITAL IN BREMEN, GEORGIA. TANNER MEDICAL GROUP, ESTABLISHED TO OPERATE PHYSICIAN PRACTICES IN WEST GEORGIA AND EASTERN ALABAMA. TANNER MEDICAL CENTER, INC. IS RESPONSIBLE FOR ALLOCATING RESOURCES AND FOR APPROVING BUDGETS, MAJOR CONTRACTS AND DEBT FINANCING FOR ALL ENTITIES. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S VP OF FINANCE GATHERS INFORMATION FOR THE FORM 990 AND CONSULTS WITH THE CFO AND COMPLIANCE OFFICER ON CERTAIN MATTERS. A DRAFT COPY IS REVIEWED BY THE VP OF FINANCE AND CFO FOR ACCURACY. THE FINAL VERSION IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND QUESTIONS. THE CHAIRMAN OF THE EXECUTIVE COMMITTEE THEN PRESENTS THIS AT THE NEXT BOARD MEETING TO THE FULL BOARD. THE 2010 FORM 990 (FYE JUNE 30, 2011) WAS PRESENTED TO THE BOARD AFTER FILING DUE TO TIME CONSTRAINTS. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY COVERS ALL EMPLOYEES, SUPPLIERS, MEDICAL STAFF AND VOLUNTEERS. CONFLICTS ARE REVIEWED BY THE COMPLIANCE OFFICER FOR RESOLUTION. THE COMPLIANCE OFFICER THEN CONSULTS WITH THE EXECUTIVE TEAM AND THE CEO FOR FINAL RESOLUTION. PER THE POLICY, ANY PERSON WITH A CONFLICT WILL EXCUSE THEMSELVES FROM THE DECISION MAKING PROCESS COMPLETELY. BOARD MEMBERS PHYSICALLY LEAVE THE ROOM WHEN DISCUSSIONS OCCUR THAT ARE POTENTIAL CONFLICTS. TANNER BIDS OUT SERVICES AND IF A COMPANY OWNED BY A BOARD MEMBER CHOOSES TO BID, THERE ARE ADDITIONAL STEPS FOR TRANSPARENCY SUCH AS ADVERTISING THE BIDDING PROCESS IN THE NEWSPAPER. ALL SERVICES ARE COMPARED TO FAIR MARKET VALUE. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S COMPENSATION COMMITTEE REVIEWS RECOMMENDATIONS AND APPROVES COMPENSATION PACKAGES FOR ALL SENIOR MANAGEMENT. TMC USES AN OUTSIDE, NATIONALLY KNOWN COMPENSATION AND BENEFITS FIRM THAT USES SURVEY INFORMATION; REVIEWS JOB STANDARDS; ETC. FOR ALL SENIOR MANAGEMENT. THE OUTSIDE FIRM ANALYZES COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS; AND PRESENTS THE DATA TO THE COMPENSATION COMMITTEE. WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT, OFFICIAL MINUTES ARE KEPT. THE EXECUTIVE ASSISTANT TO THE CEO MAINTAINS THE MINUTES. THIS PROCESS LAST COMPLETED IN 2011. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE LINE 15A NARRATIVE. THE PROCESS IS COMPLETED FOR ALL SENIOR EXECUTIVE LEVEL POSITIONS AND ABOVE. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO MEMBERS OF THE PUBLIC WHO MAKE THEIR REQUEST AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION. RELATED ORGANIZATIONS FORM 990, PAGE 7, PART VII JEFFREY LINDSEY, DMD 1 HOUR JOHN BURSON III, MD 1 HOUR MARY COVINGTON 1 HOUR DANIEL JACKSON 1 HOUR JERRY CLAYTON 1 HOUR LARRY BOGGS 1 HOUR NITA PRICE 1 HOUR NORMAN BANKS 1 HOUR ROBERT PITTS, MD 1 HOUR STEPHEN KAHLER, MD 1 HOUR STEVE ADAMS 1 HOUR LOY HOWARD 17 HOURS WILLIAM WATERS 17 HOURS LARRY STEED 17 HOURS JEFF JENNINGS 17 HOURS LEE SHERSETH 17 HOURS DALE DREILING 17 HOURS DENISE TAYLOR 28 HOURS OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 UNREALIZED GAINS/LOSSES 8,362,044 CHANGE IN INTEREST OF FOUNDATION 32,600 OTHER NET ASSET ADJUSTMENTS ( 697,384) TOTAL NET 7,697,260 TANNER MEDICAL FOUNDATION INC 705 DIXIE STREET CARROLLTON GA 30117 581790152 FOUNDATION GA 501C3 11B N/A false TMCVILLA RICA HOSPITAL INC 705 DIXIE STREET CARROLLTON GA 30117 582453303 HEALTHCARE GA 501C3 3 TMC true TMCHOSPICE CARE INC 705 DIXIE STREET CARROLLTON GA 30117 582453302 HEALTHCARE GA 501C3 7 TMC true TMCHOME HEALTH INC 705 DIXIE STREET CARROLLTON GA 30117 582453296 HEALTHCARE GA 501C3 7 TMC true TANNER MEDICAL CENTER INC GROUP 705 DIXIE STREET CARROLLTON GA 30117 800785570 HEALTHCARE GA 501C3 3 TMC true TMCOCCUPATIONAL HEALTH INC 705 DIXIE STREET CARROLLTON GA 30117 582362404 HEALTHCARE GA 501C3 9 TMC true TANNER HEALTH SERVICES 705 DIXIE STREET CARROLLTON GA 30117 581790151 HEALTHCARE GA 501C3 9 TMC true TMCTANNER PAIN MANAGEMENT INC 705 DIXIE STREET CARROLLTON GA 30117 262774343 HEALTHCARE GA 501C3 9 TMC true TMCHARALSON FAMILY HEALTHCARE 705 DIXIE STREET CARROLLTON GA 30117 582378722 HEALTHCARE GA 501C3 9 TMC true TMCTALLAPOOSA FAMILY HEALTHCARE 705 DIXIE STREET CARROLLTON GA 30117 582378724 HEALTHCARE GA 501C3 9 TMC true TMCWEST GEORGIA ANESTHESIA ASSOCIATES 705 DIXIE STREET CARROLLTON GA 30117 203604642 HEALTHCARE GA 501C3 9 TMC true TANNER INTENSIVE MEDICAL SERVICES 705 DIXIE STREET CARROLLTON GA 30117 200336940 HEALTHCARE GA 501C3 9 TMC true TMCWEST CARROLL FAMILY HEALTHCARE 705 DIXIE STREET CARROLLTON GA 30117 582504393 HEALTHCARE GA 501C3 9 TMC true TANNER FAMILY HEALTHCARE OF FRANKLIN 705 DIXIE STREET CARROLLTON GA 30117 260585684 HEALTHCARE GA 501C3 9 TMC true TMCIMMEDIATE CARE 705 DIXIE STREET CARROLLTON GA 30117 200379196 HEALTHCARE GA 501C3 9 TMC true TMCWEST GEORGIA CARDIOLOGY INC 705 DIXIE STREET CARROLLTON GA 30117 582555827 HEALTHCARE GA NA C CORP -524357 427659 1.00000 TMCINTERNAL MEDICINE ASSOCIATES 705 DIXIE STREET CARROLLTON GA 30117 582453300 HEALTHCARE GA NA C CORP 219820 1.00000 TMCTOTAL CARE FAMILY MEDICINE INC 705 DIXIE STREET CARROLLTON GA 30117 203604679 HEALTHCARE GA NA C CORP 1.00000 TMCBUCHANAN FAMILY HEALTHCARE 705 DIXIE STREET CARROLLTON GA 30117 582502339 HEALTHCARE GA NA C CORP 1.00000 TMCTANNER GYNECOLOGY INC 705 DIXIE STREET CARROLLTON GA 30117 582637357 HEALTHCARE GA NA C CORP 1.00000 TMCWEST GEORGIA PEDIATRICS INC 705 DIXIE STREET CARROLLTON GA 30117 582362405 HEALTHCARE GA NA C CORP 1.00000 TMCWEST GEORGIA CARDIOLOGY INC 705 DIXIE STREET CARROLLTON GA 30117 582555827 HEALTHCARE GA NA C CORP -524357 427659 1.00000 TMCINTERNAL MEDICINE ASSOCIATES 705 DIXIE STREET CARROLLTON GA 30117 582453300 HEALTHCARE GA NA C CORP 219820 1.00000 TMCTOTAL CARE FAMILY MEDICINE INC 705 DIXIE STREET CARROLLTON GA 30117 203604679 HEALTHCARE GA NA C CORP 1.00000 TMCBUCHANAN FAMILY HEALTHCARE 705 DIXIE STREET CARROLLTON GA 30117 582502339 HEALTHCARE GA NA C CORP 1.00000 TMCTANNER GYNECOLOGY INC 705 DIXIE STREET CARROLLTON GA 30117 582637357 HEALTHCARE GA NA C CORP 1.00000 TMCWEST GEORGIA PEDIATRICS INC 705 DIXIE STREET CARROLLTON GA 30117 582362405 HEALTHCARE GA NA C CORP 1.00000 false false true false false false false false false false true true false true true false false false